Since 2025, there have only been two projects that have made me spontaneously create CX groups:

Kaito

Axiom

The reason is that I see long-term "recurring revenue" and "platform-level opportunities" in these two projects. Kaito, as an attention launchpad, quantifies the value of social media content through the InfoFi concept. To gain exposure and user attention, project parties must continuously "tribute" to the platform; Axiom, as a new generation of on-chain trading infrastructure, will also continuously benefit from the thriving development of the on-chain ecosystem.

The key is that these opportunities are long-term and stable, unlike other projects that only offer airdrops during TGE.

Now, a third opportunity of the same caliber has emerged, which is the pre-IPO platform @JarsyInc.

As a tokenized equity private placement platform established in 2024, Jarsy has already completed several impressive private placements:

$CRCL - In the first half of 2025, Jarsy launched the Pre-IPO share token subscription for Circle at a price of $25 per share. Three weeks after the IPO, $CRCL surged to $298.

Anthropic - Anthropic's valuation tripled within a year. When Jarsy first listed Anthropic, its valuation was $18 billion, which has increased by over 240% compared to its current valuation.

Importantly, similar opportunities will continue to emerge on Jarsy, akin to Kaito's Yap, one after another, with no signs of depletion in the short term.

Back to the present, the currently active private equity presales on Jarsy are:

Discord

Discord was founded in 2015 by Jason Citron and Stan Vishnevskiy. It has evolved from a chat platform focused on gaming to a multifunctional communication hub serving over 100 million users, covering various communities.

Valuation: $15.2 billion

Presale end date: September 30, 2025

Kraken

Founded in 2011, Kraken is recognized as one of the oldest and most trusted crypto exchanges in history. Kraken doubled its revenue in 2024, reaching $1.5 billion.

Valuation: $15 billion

Presale end date: October 15, 2025

It is important to explain that Jarsy uses a presale model, where users first express their investment intentions by subscribing to "presale tokens." Once a sufficient funding threshold is reached, Jarsy will purchase actual shares on the secondary market. Afterward, users can convert their presale tokens into official tokens.

After participating in the actual experience, I believe there are two obstacles to participating in private equity token subscriptions.

The first is the cognitive barrier. For someone like me, who has no prior experience in the stock market, it is really difficult to assess whether a project is "cheap." For example, xAI has a valuation of $113 billion; is this price reasonable? It requires comparing the valuation levels of similar companies like OpenAI and Anthropic, as well as considering Elon Musk's personal influence premium. This kind of judgment requires a lot of accumulated industry knowledge.

The second is liquidity. Although Jarsy has introduced features similar to traditional market limit orders, allowing users to sell their private equity tokens, liquidity is still limited. This also means that if certain companies take a long time to go public and their private equity tokens have low liquidity, then holders either have to sell at a discount or be forced to hold.

The good news is that Jarsy's funding threshold is very low, with a minimum participation of only $10, and the more users invest in the presale, the lower the fees (only in the presale model), meaning users can experiment with very little risk. More importantly, Jarsy is building a brand new trading market. Traditional pre-IPO investment has a very high threshold, usually starting at several million dollars and is limited to institutional investors. Jarsy is democratizing this market through tokenization, which is a huge innovation in itself.

This is the third "recurring revenue" opportunity that I am optimistic about.

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